Position in AXP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,085,106
+$102,349 QoQ
Shares Held
3,208
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,535
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $18,622,694 across 12 Credit Services names. AXP ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
35,315 | $12,116,223 | |
| 2 | MA |
Mastercard Inc
|
6,258 | $3,214,108 | |
| 3 | AXP |
American Express Co
This page
|
3,208 | $1,085,106 | |
| 4 | COF |
Capital One Financial Corp
|
4,595 | $921,848 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
9,372 | $764,286 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
9,325 | $167,197 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
3,175 | $137,096 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,842 | $65,262 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,106 | 3,208 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $982,757 | 3,249 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,171,631 | 3,167 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,041,985 | 3,137 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,211,805 | 3,799 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,717,732 | 13,818 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,840,691 | 6,202 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,597,096 | 5,889 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,269,588 | 5,483 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $505,699 | 2,221 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $396,973 | 2,119 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $401,022 | 2,688 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $399,266 | 2,292 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $766,357 | 4,646 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $825,183 | 5,585 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $654,988 | 4,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,872,340 | 13,507 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,425,501 | 7,623 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,213,912 | 7,420 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,345,098 | 8,029 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,320,683 | 7,993 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,192,480 | 8,431 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,025,679 | 8,483 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $2,274,572 | 22,689 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $2,021,857 | 21,238 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,637,719 | 19,130 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||